Group 1: Chip Sector - Fudan Microelectronics has received a 5.1 billion investment from state-owned assets, becoming the largest shareholder, which provides strong financial and resource backing in the chip design field, marking it as a high-quality asset heavily supported by the state [3] - Kuixin Technology, acquired by Heshun Petroleum, focuses on computing interconnect IP and Chiplet solutions, aligning with the growing demand for AI computing power, and is expected to accelerate implementation under Heshun Petroleum's cross-industry control [3] Group 2: Computing/AI Sector - Huawei's recent AI technology can increase computing power utilization from 30%-40% to 70%, addressing industry pain points, indicating a high certainty of long-term benefits following Huawei's technology rollout [4] - Companies involved in storage chips are expected to benefit from an "super cycle" driven by AI, as the explosion of data creates a strong demand for storage, with a focus on firms that have technological barriers and stable customers, avoiding those that rely solely on speculative concepts [4] Group 3: Energy Storage Sector - Core component companies in energy storage, such as battery and inverter leaders, are experiencing a 3000% surge in demand, driven by the genuine need following increased penetration of renewable energy, with market demand expected to remain strong even after the removal of mandatory storage requirements [5] - Rongbai Technology has become the primary supplier of sodium-ion battery cathode materials for CATL, which has committed to annual purchases of no less than 60%, positioning sodium-ion technology as a key direction for future energy storage, ensuring long-term security for companies tied to leading customers [5] Group 4: Consumer Upgrade Sector - High-quality service consumption companies, such as those in medical services and cultural tourism, are encouraged by policies that promote consumption, with a focus on firms that provide excellent experiences and have strong anti-cyclical capabilities, avoiding those that compete solely on low prices [6] - Niche consumer leaders, such as those producing upgraded home appliances and quality food, are aligned with the policy logic of "supply creating demand," focusing on companies that can launch products meeting the needs of consumption upgrades and have strong R&D capabilities for sustainable growth [6]